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Category Management - Configuration

Field management

  • Reorder: Drag the 6-dot handle to reorder fields.
  • Actions: Edit, Auto identifier, Conditional formatting, Delete.
  • Default Identifier field cannot be deleted.

Add field

  1. In Configuration, click Add field.
  2. Fill:
    • Field name (*)
    • Data type (*)
    • Default value
    • Required
    • Description
  3. Click Create.

Edit field

  1. Open field menu ... and choose Edit.
  2. Update allowed properties.
  3. Click Update.

Delete field

  1. Open field menu ... and choose Delete.
  2. Confirm deletion.

Category permissions

Permission levels:

  • Owner: View, edit, delete, permission management.
  • Full access: View, edit, delete, permission management.
  • Read: View only.
  • Write: View and edit.
  • Restricted: View/edit only within assigned slices.

Grant permissions

  1. Open permission settings.
  2. Select user and permission level.
  3. Click Grant.

Restricted access by slices

  1. Click Create slice.
  2. Define visible columns and filter conditions.
  3. Assign slices to users with Read or Write.
  4. Click Grant.

Revoke permissions

  1. Hover a user avatar in the permission list.
  2. Click x.
  3. Confirm removal.